New Salesforce Tool Helps Financial Institutions Comply With Fiduciary Rule
MoneyGuidePro also released a new fiduciary-focused tool.
GOP Platform: 4 Things Advisors Should Know
According to the platform, Republicans want to gut Dodd-Frank and reinstate Glass-Steagall.
TD Ameritrade Awards Scholarships, Partners With XY Planning
TD Ameritrade Institutional and XY Planning Network are joining forces to foster the growth of fee-only planners that serve young people.
FSI Elects Valerie Brown, Richard Bryant to 2017 Board
The board also elected five of its directors to leadership positions.
Don’t Waste the ‘Summer of DOL’ as Fiduciary Compliance Clock Ticks
From analyzing your client base to tech updates, there's a lot to get done before April, John Gebaur of NRS says.
Big Investors Seek Custom Solutions to Low Rates, Volatility
Persistent volatility is a significant reason many institutional investors are seeking solutions like multi-asset-class strategies and risk transfers, according to Cerulli.
Strong Advisor-Client Relationships Drive Growth During ‘Sideways’ Markets
The client retention rate for RIAs was a whopping 97% in 2015, according to Schwab's annual RIA Benchmarking Study.
2 Hidden Consequences of Smart Beta
Parametric aims to reduce the unintended risks and excessive trading costs associated with smart beta and factor-based investing strategies.
3 Trends Hitting ETF Industry
Many ETF execs expect nontransparent ETFs to put pressure on active mutual fund fees in the next few years, PwC found.
Alicia Munnell Examines 6 Ways to Boost Retirement Savings
The Bipartisan Policy Center lists some ideas, but one proposal in particular "severely limits the usefulness of the document," retirement scholar Munnell says.